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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,142 | $42,127-92.5% | $85,240-96.3% | $106,553-97.1% |
| Participation rate | 100.0% | 36.6%+63.4pp | 67.5%+32.5pp | 69.8%+30.2pp |
| Annual return | -19.44% | 36.21%-55.6pp | 66.75%-86.2pp | 17.37%-36.8pp |
| Employer contribution / active EE | $107 | $825-87.1% | $2,735-96.1% | $3,359-96.8% |
| Participant deferral / active EE | $0 | $2,066-100.0% | $4,527-100.0% | $5,562-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,165-100.0% | $80-100.0% |